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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
601
Alhambra Investment Management
Florida
$279K -$152K -2,730 -35%
NAS
602
Nicolet Advisory Services
Wisconsin
$279K +$279K +5,021 New
SCM
603
SOL Capital Management
Maryland
$278K – – –
BPA
604
Beacon Pointe Advisors
California
$277K -$43.8K -790 -14%
CWA
605
Clearview Wealth Advisors
Oregon
$275K +$77.5K +1,392 +39%
Principal Financial Group
606
Principal Financial Group
Iowa
$272K -$397K -7,157 -59%
SFS
607
Summit Financial Strategies
Ohio
$271K – – –
TF
608
TRH Financial
Iowa
$271K +$271K +4,880 New
HSA
609
HBK Sorce Advisory
Pennsylvania
$269K +$278 +5 +0.1%
SW
610
SteelPeak Wealth
California
$269K +$40.9K +736 +18%
ZIM
611
Zacks Investment Management
Illinois
$268K -$11.3K -204 -4%
BFG
612
Berger Financial Group
Minnesota
$266K – – –
Fifth Third Bancorp
613
Fifth Third Bancorp
Ohio
$261K +$78.1K +1,404 +43%
SCA
614
Snowden Capital Advisors
New York
$258K – – –
SW
615
SVB Wealth
Massachusetts
$258K – – –
SF
616
Symphony Financial
Texas
$257K -$33.7K -605 -12%
SAA
617
Southeast Asset Advisors
Georgia
$257K +$55 +1 +0%
MF
618
Montis Financial
Massachusetts
$255K – – –
PCA
619
Personal Capital Advisors
California
$255K +$255K +5,281 New
V
620
Veritable
Delaware
$253K – – –
NCM
621
Noesis Capital Mangement
Florida
$252K -$10.8K -195 -4%
SWM
622
Selective Wealth Management
Virginia
$248K +$115K +2,072 +87%
SMG
623
Smart Money Group
Texas
$245K -$94.8K -1,706 -28%
DWT
624
Dorsey & Whitney Trust
South Dakota
$243K +$243K +4,375 New
OFG
625
Oxford Financial Group
Indiana
$243K +$243K +4,381 New
23 24
25
26 27